---
title: Create matter templates
description: Matter templates allow you to create new matters with the same settings, folder structure, documents, fields, and tags already in place — saving time and ensuring consistency across your team. This guide will show you how to create matter templates.…
url: "https://disclosureready.legalready.ai/knowledge/how-to-create-matter-templates/"
updated: "2026-08-06"
category: Matters and Templates
---

# Create matter templates

Matter templates allow you to create new matters with the same settings, folder structure, documents, fields, and tags already in place — saving time and ensuring consistency across your team.

This guide will show you how to create matter templates. Watch the video or refer to the instructions below.

[How to create matter templates](https://player.vimeo.com/video/1072001909?h=3ef298d9d1&dnt=1&app_id=122963)

## **Creating a template from an existing matter**

1. In your Matter list click the **edit pencil** on the right-hand side of the matter you want to use as a template
2. This takes you to the matter **Setup** tab
3. Click **Create Matter Template** in the top right corner

![](https://disclosureready.legalready.ai/wp-content/uploads/2025/05/Screenshot-2026-08-05-at-16.27.29-1-1024x248.png)

1. Enter a template name and click **Create**

![](https://disclosureready.legalready.ai/wp-content/uploads/2025/05/Screenshot-2026-08-05-at-16.29.56-1024x663.png)

## **Using a template to create a new matter**

When creating a new matter, you will now have the option to select a template. The new matter will inherit the settings, folder structure, documents, fields, and tags from the template.

![](https://disclosureready.legalready.ai/wp-content/uploads/2025/05/Screenshot-2026-08-05-at-16.33.22-1024x663.png)

## **Managing templates**

To view and manage your saved templates, go to **Your Account** → **Matter Templates** from the left-hand menu.

From here you can:

- **Rename** a template by clicking the pencil icon on the right-hand side
- **Publish to the organisation** by checking the **Published to entire organisation** checkbox and clicking **Update** (Organisation Administrators only)
- **Delete** a template by clicking the **X** button next to its name

![](https://disclosureready.legalready.ai/wp-content/uploads/2025/05/Screenshot-2026-08-05-at-16.36.52-1024x391.png)

For further information or assistance, please do not hesitate to reach out to our dedicated Support Team via [support@legalready.ai](mailto:support@legalready.ai) or +61 3 9020 4456.